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Vanguard Short-Term Bond ETF
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Overview Fund Activity

1,150 hedge funds and large institutions have $25.8B invested in Vanguard Short-Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 476 increasing their positions, 475 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,150
Holders Change
-48
Holders Change %
-4.01%
% of All Funds
16.67%
Holding in Top 10
121
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-12.95%
% of All Funds
1.75%
New
67
Increased
476
Reduced
475
Closed
94
Calls
$621K
Puts
–
Net Calls
+$621K
Net Calls Change
-$88K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.81B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.71B
3
Northern Trust
Northern Trust
Illinois
$803M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$116M
5
Empower Advisory Group
Empower Advisory Group
Colorado
$1.05B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.14B
2
Goldman Sachs
Goldman Sachs
New York
$1.47B
3
MIS
Morningstar Investment Services
Illinois
$135M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.01B
5
Osaic Holdings
Osaic Holdings
Arizona
$81.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
151
MilWealth Group
Wisconsin
$15.6M +$409K +5,332 +3%
CFA
152
Cahill Financial Advisors
Minnesota
$15.2M -$32.8K -428 -0.2%
NL
153
NWAM LLC
Washington
$15M -$105K -1,374 -0.7%
Prudential Financial
154
Prudential Financial
New Jersey
$14.9M -$8.05M -104,994 -35%
THL
155
Tillman Hartley LLC
Colorado
$14.7M +$4.02M +52,437 +38%
CIA
156
Concurrent Investment Advisors
Florida
$14.6M +$387K +5,047 +3%
EWA
157
EverSource Wealth Advisors
Alabama
$14.5M +$3.01M +39,607 +26%
WWM
158
Wiser Wealth Management
Georgia
$14.4M -$18.8M -245,539 -57%
Jane Street
159
Jane Street
New York
$14.1M +$13.7M +178,234 +3,242%
PAG
160
Private Advisor Group
New Jersey
$14.1M -$2.84M -37,002 -17%
Kovitz Investment Group Partners
161
Kovitz Investment Group Partners
Illinois
$14.1M +$4.28M +55,788 +44%
SOAG
162
Silver Oak Advisory Group
Oregon
$13.9M +$83.9K +1,094 +0.6%
MPIA
163
Mountain Pacific Investment Advisers
Idaho
$13.8M -$478K -6,229 -3%
PWM
164
Perigon Wealth Management
California
$13.7M +$57.7K +752 +0.4%
BHWM
165
Bay Harbor Wealth Management
Maryland
$13.6M +$472K +6,161 +4%
KPWS
166
Kestra Private Wealth Services
Texas
$13.6M -$438K -5,712 -3%
B
167
BetterWealth
California
$13.5M +$520K +6,782 +4%
Man Group
168
Man Group
United Kingdom
$13.4M +$3M +39,153 +29%
AWA
169
Alaska Wealth Advisors
Alaska
$13.3M +$373K +4,862 +3%
SFMG
170
Sage Financial Management Group
Virginia
$13.2M -$7.06M -92,140 -35%
BFP
171
Brewster Financial Planning
New York
$13.2M +$744K +9,709 +6%
SC
172
Stephenson & Company
California
$13.2M +$1.58M +20,612 +14%
NA
173
NewEdge Advisors
Louisiana
$13M -$1.57M -20,510 -11%
MSF
174
Mustard Seed Financial
Arkansas
$13M -$487K -6,356 -4%
Wealth Enhancement Advisory Services
175
Wealth Enhancement Advisory Services
Minnesota
$13M +$521K +6,791 +4%
5 6
7
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